--- title: "Tesla Cybertruck secures major investor! Rumors of a big order from SpaceX ignite the growth narrative of the \"cyber electric pickup truck.\"" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/270237906.md" description: "Electrek reported that SpaceX may have purchased Tesla Cybertrucks worth tens of millions of dollars and could increase the order quantity to over 2,000 vehicles in the future. Despite the pressure on Cybertruck sales, SpaceX's large order provides new growth potential. The close ties between Tesla and SpaceX are considered key to boosting Tesla's valuation" datetime: "2025-12-19T02:06:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/270237906.md) - [en](https://longbridge.com/en/news/270237906.md) - [zh-HK](https://longbridge.com/zh-HK/news/270237906.md) --- > 支持的语言: [English](https://longbridge.com/en/news/270237906.md) | [繁體中文](https://longbridge.com/zh-HK/news/270237906.md) # Tesla Cybertruck secures major investor! Rumors of a big order from SpaceX ignite the growth narrative of the "cyber electric pickup truck." According to a recent report by Electrek, SpaceX has been a significant buyer of Tesla's "Cyber Electric Pickup Truck" Cybertruck and is one of its largest customers. Electrek's editor-in-chief, Fred Lambert, reported that this space exploration super unicorn—also founded and led by Elon Musk—may have purchased Cybertrucks worth tens of millions of dollars. For some long-term bullish forces on Tesla stock, this increasing bundling relationship between Tesla and SpaceX is key to boosting Tesla's valuation, which also means that the "Musk premium" will continue to expand. After all, for the market, there is currently only one investment avenue to bet on Musk's sci-fi-like "super bold business vision": buying Tesla (TSLA.US) stock. The Electrek editor-in-chief stated that SpaceX may be one of the largest buyers of Tesla Cybertrucks, and these tens of millions of dollars in purchases may not be a one-time transaction. Sources told Electrek that SpaceX may increase its procurement of Cybertrucks, priced over $80,000, to an astonishing number exceeding 2,000 units over a period of time. The Cybertruck was initially positioned as a high-volume project, with Elon Musk discussing an eventual capacity of about 250,000 units per year. Some bullish analysts have modeled predictions of annual sales ranging from 300,000 to 500,000 units. However, automotive industry statistics indicate that Tesla sold only about 39,000 Cybertrucks in 2024, and recent reports suggest that sales in 2025 have not significantly improved and may even decline, leading to an accumulation of Cybertruck inventory. For 2026, analysts who are bullish on Tesla's stock no longer model the Cybertruck's capacity to ramp up to the initially expected forecast level of 250,000 units; instead, it is beginning to be viewed by some analysts as a niche or low-volume product, with sales in 2025 likely to remain flat or only grow modestly. Lambert pointed out that SpaceX's purchase of Cybertrucks is legal. "Although early investors in SpaceX may worry about whether this is a very wise procurement project and what the utilization rate of these cyber-style trucks will be," he wrote in a report. Undoubtedly, SpaceX's continued procurement of Cybertrucks serves as an important marginal support for Tesla's "Cybertruck delivery scale expectations/inventory and sentiment." If SpaceX successfully goes public on the U.S. stock market through the largest IPO in history and continues to use the funds raised to purchase expensive Cybertrucks, Tesla's expected price-to-earnings ratio and mid-term fundamental outlook are likely to receive significant boosts. Especially if SpaceX proves that the Cybertrucks it procures have important uses in future large-scale space projects, such as the Cybertruck jointly updated and iterated by SpaceX and Tesla potentially playing a significant role in major lunar transport missions, the Cybertruck may become a "super bull market narrative" comparable to Tesla Model 3/Y levels **SpaceX Moves Towards a $15 Trillion "Epic" IPO in 2026** SpaceX has not yet formally submitted its IPO application to the U.S. stock market, but has sent a clear signal to investors and employees that it expects to go public successfully in 2026, and has requested employees to enter an IPO quiet period. In terms of fundraising, SpaceX's IPO scale is likely to become the largest in history. According to media reports, informed sources revealed that SpaceX has informed employees that the company is entering a regulatory quiet period, marking a step forward for the rocket and satellite manufacturer towards its planned initial public offering in 2026. Sources indicated that, in accordance with U.S. Securities and Exchange Commission regulations, SpaceX has requested employees in an internal email not to comment, discuss, or promote the company's IPO plans (including topics such as its growth or valuation). Media reports citing informed sources stated that SpaceX is accelerating its IPO plans, aiming to raise over $30 billion, with the company's valuation potentially reaching approximately $15 trillion, making it likely the largest IPO in history. In a memo obtained last Friday, SpaceX confirmed that it is preparing for a possible IPO in 2026, aiming to fund its developing Starship rocket to achieve "stunning launch frequency," a large AI data center in space, and the construction of a lunar base. The company also stated that the specific timing of the IPO and corresponding valuation are still uncertain, and there is a possibility of ultimately abandoning the plan. James St Aubin, Chief Investment Officer of Ocean Park Asset Management, stated: "In today's technological revolution, it has all the hallmarks of becoming a market darling. Its space exploration and commercial aerospace services have a 'blue-sky outlook.' This allows some aggressive investors to bypass any concerns about valuation while letting predictions about its growth prospects run wild." St Aubin noted that by 2026, investors may discuss the so-called "Great Eight" alongside the "Magnificent Seven" tech giants in the U.S. stock market, which include major players like Nvidia and Google, with the addition of SpaceX. **Kardashev Type II Civilization** As the AI boom begins to face bottlenecks in infrastructure and energy supply on a larger scale, the next major leap in AI may not occur on land, but in space—this is the grand vision recently proposed by Elon Musk on X. "Localized AI computing satellites that only transmit computational results back in low-latency sun-synchronous orbits will become the lowest-cost method for generating AI bit streams within three years. Moreover, due to the scarcity of readily available power resources on Earth, the speed of achieving scaled expansion within four years is also far ahead. Launching 1 million tons of satellites each year, with each satellite equipped with 100 kilowatts of power, could add 100 gigawatts of AI computing capacity annually, with no operational or maintenance costs, and connected to the Starlink constellation via high-bandwidth lasers "Furthermore, satellite factories could be built on the Moon, and artificial intelligence satellites could be accelerated to lunar escape velocity using mass drivers (electromagnetic railguns), without the need for rockets. This would enable artificial intelligence computing power to exceed 100 terawatts annually and push humanity significantly closer to a Kardashev II civilization," Musk wrote in a post on X. Analysts have indicated that Tesla's increasing bundling with SpaceX, which is currently the hottest topic in the global market, is one of the key catalysts for long-term boosting of Tesla's valuation. Adam Sarhan, CEO of 50 Park Investments, stated, "Historically, when one of Musk's companies achieves a significant milestone, it often boosts market sentiment for other companies. SpaceX's high-profile IPO could attract a new wave of investors who are drawn to Musk's innovative story and his almost sci-fi business vision—this enthusiasm often spills over to Tesla." For now, Tesla is the only way for global stock market investors to bet on Musk's vision of space exploration. Musk is painting a future for investors that includes self-driving cars, humanoid robot assistants, large AI data centers in space, and even life on Mars. The problem is that currently, there is only one way to bet on his incredibly bold commercialization vision: buy Tesla stock. 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